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Private Wealth Daily
wealthtech vendor

Conquest

See the full tech profile in the PWD Tech Directory →
In network coverage since September 9, 2026 · 5 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 13, 26Deal announced — coverage
Network coverage
RIA

Conquest's direct-to-RIA tier is a hedge on the platform channel

The self-serve launch buys Conquest a direct relationship with the long tail it will need if embedded platform deals, not subscriptions, are where the volume goes.
Practice management · Sep 14The AI race moves to what happens after the meeting
The Advisor's Note · Sep 12Mariner's $175 million bot budget is a supervision purchase
Practice management · Sep 10Conquest drops 'Planning' and bets on a white-label advice engine
RIA · Sep 9Conquest drops 'Planning' and pivots to AI advice
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